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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,558 | $135,956+251.3% | $123,894+285.5% | $273,972+74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.18% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $24,338 | $5,170+370.8% | $4,617+427.2% | $4,869+399.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $210 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |